Helen of Troy Ltd
HELE- Exchange
- Nasdaq
- Industry
- Electric Housewares & Fans
- SEC CIK
- 0000916789
No open-market purchases or sales by Helen of Troy Ltd insiders were filed in the last 90 days; 200 institutions reported holding it in 13F filings for Q2 2026, worth $649.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Helen of Troy Ltd as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 288
- −34 vs. Q1 2021
- Shares held
- 25.1M
- −1.21M (−4.6%) vs. Q1 2021
- Total value
- $5.73B
- +$184.0M (+3.3%) vs. Q1 2021
- New holders
- 19
- 84 more added
- Sold out
- 53
- 134 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HELE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 200 | $649.9M |
| Q1 2026 | 188 | $304.9M |
| Q4 2025 | 193 | $476.3M |
| Q3 2025 | 207 | $578.8M |
| Q2 2025 | 211 | $676.7M |
| Q1 2025 | 230 | $1.28B |
| Q4 2024 | 242 | $1.44B |
| Q3 2024 | 245 | $1.49B |
| Q2 2024 | 255 | $2.28B |
| Q1 2024 | 273 | $2.99B |
| Q4 2023 | 262 | $3.20B |
| Q3 2023 | 250 | $3.18B |
| Q2 2023 | 248 | $3.07B |
| Q1 2023 | 249 | $2.68B |
| Q4 2022 | 246 | $2.84B |
| Q3 2022 | 257 | $2.32B |
| Q2 2022 | 297 | $4.06B |
| Q1 2022 | 278 | $4.94B |
| Q4 2021 | 291 | $6.18B |
| Q3 2021 | 281 | $5.75B |
| Q2 2021 | 288 | $5.73B |
| Q1 2021 | 323 | $5.55B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Helen of Troy Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 2,368 | $517.0K | 0.24% | −253−9.7% | Reduced |
| Fort, L.P. | 2,392 | $546.0K | 0.16% | −1,412−37.1% | Reduced |
| STRS Ohio | 2,400 | $547.0K | 0.00% | −400−14.3% | Reduced |
| Pflug Koory, LLC | 2,425 | $553.0K | 0.29% | 00.0% | Unchanged |
| Bank of Nova Scotia | 2,489 | $568.0K | 0.00% | +194+8.5% | Added |
| Seven Eight Capital, LP | 2,500 | $570.0K | 0.08% | +2,500 | New |
| Pacer Advisors, Inc. | 2,710 | $618.0K | 0.01% | −19−0.7% | Reduced |
| AGF Investments LLC | 2,765 | $631.0K | 0.07% | +49+1.8% | Added |
| Aurora Investment Counsel | 3,058 | $698.0K | 0.49% | +243+8.6% | Added |
| Whittier Trust Co of Nevada Inc | 3,102 | $708.0K | 0.03% | +153+5.2% | Added |
| Crossmark Global Holdings, Inc. | 3,133 | $715.0K | 0.02% | −200−6.0% | Reduced |
| Smith, Salley & Associates | 3,181 | $726.0K | 0.06% | −375−10.5% | Reduced |
| Pinnacle Associates Ltd | 3,240 | $739.0K | 0.01% | +45+1.4% | Added |
| BNP Paribas Arbitrage, SA | 3,278 | $747.8K | 0.00% | −2,827−46.3% | Reduced |
| Illinois Municipal Retirement Fund | 3,315 | $756.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,313 | $756.0K | 0.00% | +495+17.6% | Added |
| DuPont Capital Management Corp | 3,412 | $778.0K | 0.02% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 3,500 | $798.0K | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 3,558 | $812.0K | 0.20% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,640 | $830.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 3,684 | $840.0K | 0.00% | −403−9.9% | Reduced |
| Prudential Financial Inc | 3,732 | $851.0K | 0.00% | −1,244−25.0% | Reduced |
| State of Alaska, Department of Revenue | 3,797 | $866.0K | 0.01% | −26−0.7% | Reduced |
| Origin Asset Management LLP | 4,000 | $868.0K | 0.10% | −3,409−46.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,788 | $873.0K | 0.00% | −704−15.7% | Reduced |
| Bank of Montreal | 3,850 | $878.0K | 0.00% | +90+2.4% | Added |
| The PNC Financial Services Group, Inc. | 3,857 | $879.0K | 0.00% | +28+0.7% | Added |
| Xponance, Inc. | 3,989 | $910.0K | 0.02% | +1,173+41.7% | Added |
| Federated Hermes, Inc. | 4,260 | $972.0K | 0.00% | −4,199−49.6% | Reduced |
| Burney Co | 4,353 | $993.0K | 0.05% | −44−1.0% | Reduced |
| Janney Montgomery Scott LLC | 4,490 | $1.02M | 0.00% | +26+0.6% | Added |
| Martingale Asset Management L P | 4,508 | $1.03M | 0.01% | −101−2.2% | Reduced |
| AlphaCrest Capital Management LLC | 4,635 | $1.06M | 0.05% | +3,373+267.3% | Added |
| Zebra Capital Management LLC | 4,647 | $1.06M | 1.24% | −501−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,655 | $1.06M | 0.03% | −914−16.4% | Reduced |
| Handelsbanken Fonder AB | 4,651 | $1.06M | 0.01% | +500+12.0% | Added |
| Pier 88 Investment Partners LLC | 4,710 | $1.07M | 0.31% | −475−9.2% | Reduced |
| Keybank National Association | 4,714 | $1.07M | 0.00% | −710−13.1% | Reduced |
| Panagora Asset Management Inc | 4,772 | $1.09M | 0.01% | +2,079+77.2% | Added |
| Virginia Retirement Systems Et Al | 4,800 | $1.09M | 0.01% | −500−9.4% | Reduced |
| Guggenheim Capital LLC | 4,834 | $1.10M | 0.01% | +62+1.3% | Added |
| HGK Asset Management Inc | 4,869 | $1.11M | 0.35% | +1,046+27.4% | Added |
| Susquehanna International Group, LLP | 4,956 | $1.13M | 0.00% | +2,832+133.3% | Added |
| New Mexico Educational Retirement Board | 5,100 | $1.16M | 0.04% | +700+15.9% | Added |
| Duncker Streett & Co Inc | 5,252 | $1.20M | 0.22% | +572+12.2% | Added |
| Ergoteles LLC | 5,300 | $1.21M | 0.03% | −60−1.1% | Reduced |
| Jane Street Group, LLC | 5,307 | $1.21M | 0.00% | −2,949−35.7% | Reduced |
| Stifel Financial Corp | 5,753 | $1.31M | 0.00% | −78−1.3% | Reduced |
| Summit Global Investments | 5,900 | $1.35M | 0.08% | +872+17.3% | Added |
| State of Michigan Retirement System | 6,183 | $1.41M | 0.01% | −2,900−31.9% | Reduced |
| Algert Global LLC | 6,240 | $1.42M | 0.48% | −8,494−57.6% | Reduced |
| Louisiana State Employees Retirement System | 6,300 | $1.44M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,620 | $1.51M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,631 | $1.51M | 0.01% | −749−10.1% | Reduced |
| NN Investment Partners Holdings N.V. | 6,800 | $1.55M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 6,917 | $1.58M | 0.01% | +375+5.7% | Added |
| Congress Asset Management Co | 6,966 | $1.59M | 0.01% | −37,521−84.3% | Reduced |
| US Bancorp | 6,985 | $1.59M | 0.00% | −256−3.5% | Reduced |
| Sit Investment Associates Inc | 7,155 | $1.63M | 0.04% | −1,525−17.6% | Reduced |
| Citigroup Inc | 7,585 | $1.73M | 0.00% | −109−1.4% | Reduced |
| Whittier Trust Co | 7,737 | $1.76M | 0.03% | +759+10.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,145 | $1.86M | 0.02% | +6+0.1% | Added |
| ProShare Advisors LLC | 8,265 | $1.89M | 0.01% | −217−2.6% | Reduced |
| Oregon Public Employees Retirement Fund | 8,332 | $1.90M | 0.02% | −86−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,333 | $1.90M | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,375 | $1.91M | 0.76% | −823−8.9% | Reduced |
| Marshall Wace, LLP | 8,417 | $1.92M | 0.01% | +8,417 | New |
| CWM, LLC | 8,484 | $1.94M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,527 | $1.95M | 0.07% | −151−1.7% | Reduced |
| HRT Financial LP | 9,361 | $2.13M | 0.02% | −18,627−66.6% | Reduced |
| Voya Investment Management LLC | 9,670 | $2.21M | 0.00% | −53,679−84.7% | Reduced |
| AQR Capital Management LLC | 10,206 | $2.31M | 0.00% | −3,432−25.2% | Reduced |
| Hancock Whitney Corp | 10,180 | $2.32M | 0.07% | −654−6.0% | Reduced |
| SEI Investments Co | 10,487 | $2.36M | 0.01% | −283−2.6% | Reduced |
| UBS Group AG | 10,453 | $2.38M | 0.00% | −5,903−36.1% | Reduced |
| Natixis | 10,500 | $2.40M | 0.01% | −1,300−11.0% | Reduced |
| Metropolitan Life Insurance Co | 10,584 | $2.41M | 0.03% | +21+0.2% | Added |
| Man Group plc | 11,221 | $2.56M | 0.01% | −662−5.6% | Reduced |
| Aviva PLC | 11,281 | $2.57M | 0.01% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 11,293 | $2.58M | 0.38% | +1,004+9.8% | Added |
| Baird Financial Group, Inc. | 11,822 | $2.70M | 0.01% | −1,760−13.0% | Reduced |
| Amica Mutual Insurance Co | 12,042 | $2.75M | 0.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 12,056 | $2.75M | 0.00% | −2,440−16.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,497 | $2.85M | 0.26% | −6,409−33.9% | Reduced |
| SG Americas Securities, LLC | 12,655 | $2.89M | 0.01% | +5,948+88.7% | Added |
| NFJ Investment Group, LLC | 13,056 | $2.98M | 0.06% | −1,336−9.3% | Reduced |
| Capital International Inc | 13,267 | $3.03M | 0.03% | −169−1.3% | Reduced |
| First Trust Advisors LP | 13,519 | $3.08M | 0.00% | −1,845−12.0% | Reduced |
| State of Tennessee, Treasury Department | 13,734 | $3.13M | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,142 | $3.23M | 0.11% | +8,900+169.8% | Added |
| State of New Jersey Common Pension Fund D | 14,961 | $3.41M | 0.01% | −1,780−10.6% | Reduced |
| Thrivent Financial for Lutherans | 16,188 | $3.69M | 0.01% | −9,821−37.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 16,357 | $3.73M | 0.01% | +1,247+8.3% | Added |
| Marshall Wace North America L.P. | 16,870 | $3.85M | 0.02% | +2,374+16.4% | Added |
| Barclays PLC | 17,117 | $3.90M | 0.00% | −3,682−17.7% | Reduced |
| Texas Permanent School Fund | 18,221 | $4.16M | 0.05% | −50.0% | Reduced |
| Neuberger Berman Group LLC | 18,768 | $4.26M | 0.00% | +239+1.3% | Added |
| Argent Capital Management LLC | 18,940 | $4.32M | 0.13% | +223+1.2% | Added |
| Amalgamated Bank | 19,188 | $4.38M | 0.04% | +15,494+419.4% | Added |
| Hamilton Point Investment Advisors, LLC | 19,435 | $4.43M | 1.20% | +366+1.9% | Added |